Business Analyst - Wealth Management

Company: The Computer Merchant, LTD.
Location: Springfield
Posted on: May 14, 2025

Job Description:

JOB TITLE: Sr. Business Analyst

Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
JOB LOCATION: Boston OR Springfield, Massachusetts
WAGE RANGE*: $75 - 81 per hour on W2
DURATION: Initial 1-Year Contract, potential for extension and/or conversion to FTE
JOB NUMBER: 36036943

Minimum Qualifications8+ years of Business Analyst experience
3+ years of experience in asset or wealth management (Financial Planning, Investment Management, Regulatory Reporting, Trust and Estate Planning etc.)


---Ideal QualificationsExperience with both Waterfall and Agile methodologies
Perform requirements gathering and scope management planning for large scale projects
Exceptional in technical writing
QA functional testing skills


What to Expect as Part of the TeamTeam meetings, as appropriate, to track and drive individual and team accountability
Ad hoc collaboration sessions to define and adopt standards and best practices
A weekly team training session focused on comprehension of the delivery model
Focused one-on-one meetings with your manager
Access to mentorship opportunities
Access to learning content


JOB DESCRIPTION

We're looking for an experienced Business Analyst to join the Wealth and Distribution technology team. In this position, you will support key initiatives impacting our wealth management business. The ideal candidate will have a strong background in the financial services industry and wealth management knowledge. In this role, you will be responsible for eliciting and documenting business requirements, understanding technical dependencies, and helping to envision creative solutions to both business and technical challenges. Candidate must be agile, collaborative and possess excellent written, verbal, and communication skills.

The Team
The Wealth Management Technology Team is global with team members located in 3 countries. We support a complex and very dynamic business for product delivery, financial planning services, lending services, and investment operations. The team's mission statement is to "provide exceptional service and support to project workstreams and business stakeholders by meeting or exceeding expectations"; and a guiding principle is to "deliver the best quality solution as quickly as possible without compromising best practices or strategic goals". Our culture is grounded in quality and managing customer expectations.

The Impact - Key Responsibilities & AccountabilitiesExcels in the handling of broad scope projects and works independently on multiple project tasks, including leading business analysis across multiple parallel initiatives.
Clearly define business and/or systems scope and objectives based on both user needs and a good understanding of applicable industry requirements, including the facilitation of requirements gather sessions and documentation of business system requirements and use cases.
Work closely with both business and technical stakeholders and seek opportunities to improve the way we operate business.
Assist other team members with understanding the business requirements and provides business analysts on the team with mentorship and coaching.
Participate in all phases of project planning, development and testing and collaborate with business and systems experts.
Lead analysis of business processes, procedures, data and rules
Provide oversight of overall quality of work product
Negotiate and influence requirements direction
Lead/consult on escalated support issues and root cause analysis
Provide business analysts on the team with mentorship and coaching


Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities

* While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life/short term disability/whole life/term life/accident and critical illness coverage; employee assistance program; sick leave in accordance with regulation. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions.

Keywords: The Computer Merchant, LTD., Pawtucket , Business Analyst - Wealth Management, Executive , Springfield, Rhode Island